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The Project Management Template Library

Project Initiation Templates - Updated!

Two New Templates! There are now 12 documents in this Template group, available as a zipped set for commercial use (USD: $40). The Commercial license includes free upgrade support for three years.

Some of the demos available below are in .pdf format - you will need Adobe Acrobat Reader to view them. Download it here if you don't have it already.

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Download for Non-Profit Use
Cost Benefit Analysis View Demo Here  A vehicle in which to document the pros and cons of various project approaches and why the current approach was selected. Rev 2.3; MS Word Doc ~235Kb
General Project Charter View Demo Here  Project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. This version may be used by any project. Rev 2.3; MS Word Doc ~140Kb
IT Project Charter View Demo Here  Project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. This version is optimized for IT projects. Rev 2.3; MS Word Doc ~158Kb
Project Charter Instructions Instructions on how to fill out a Project Charter. Rev 2.2; MS Word Doc ~58Kb
Project Charter Budget Worksheet A Budget worksheet designed to help the Charter team develop a reasonable accurate Project Cost Estimate. Rev 1.3; MS Excel ~54 Kb
Project Charter - Deliverables Scope Plan addendum for the Project Charter. Use this if the Scope section is more than one page in length. Rev 2.1; MS Word Doc ~38Kb
Project Charter - Milestones Schedule addendum for the Project Charter. Use this if the Schedule section is more than one page in length. Rev 2.1; MS Word Doc ~36Kb
Updated!  Project Charter Lite View Demo Here  Quick charter document with much less overhead. Intended for small to medium projects but asks exactly the right questions for any project. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Rev 1.4; MS Word Doc ~165Kb. (Update available for Commercial License Only)
Project Charter Risk Evaluator This template has been retired from the commercial template set. It is replaced by the Quick IT Project Risk Evaluator (below.)
New!   Flexibility Matrix Analysis A quick AHP analysis tells you how to manage Quality, Scope, Cost and Time in your project. Rev 1.0; MS Excel ~27Kb (This template is available for Commercial License Only)
New!   SWAG-Meister - using PERT for Budgeting This amazing new tool allows you to create a credible project cost estimate even when very little information is available. Makes the well known PERT approach easy to use. Finance will love it! Rev 1.0; MS Excel ~175Kb (This template is available for Commercial License Only)
New!   Quick IT Project Risk Evaluator Easy to use tool asks 25 multiple choice questions that provide a surprisingly effective risk evaluation for any Information Technology project. Fully customizable; questions can be changed for any knowledge domain. Risk summary can be printed separately from the questionnaire. Replaces the HTML file "Project Charter Risk Evaluator" in the non-commercial templates set.  Rev 1.0; MS Word doc ~94Kb (This template is available for Commercial License Only)
New!   Project Selection Criteria This addendum to the project charter prompts for that information which will be used to compare projects during the project selection process. Can serve as a companion document to the Project Evaluation Tool (see PMO templates).  Rev 1.0; MS Excel ~75Kb (This template is available for Commercial License Only)
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Note: Updates and New Templates are available to commercial customers only.

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